Lloyd's List • April 17, 2024 How could Middle East crisis play out for tanker exchange-traded fund? An interview with Breakwave's John Kartsonas on BWET and BDRY.
Lloyd's List • April 12, 2024 As tanker stocks rise, Frontline savours new high and Euronav is left out of the party Most tanker stocks are up double digits year to date, led by Frontline, climbing 23%. But Euronav is down 6%.
Lloyd's List • April 10, 2024 March transit data shows first month-on-month gain since July 2023 March transit data shows first month-on-month gain since July 2023.
INSIDE SHIPPING • March 20, 2024 The ‘vastly different’ time horizons of shipping bosses and investors There’s a common thread between criticism of container shipping’s ordering spree and investor chagrin over tanker dividends.
INSIDE SHIPPING • March 6, 2024 2024 shipping stock surprises – and a look at the ‘Monday curse’ With the latest year-to-date performance stats on dry bulk, container line, container-ship lessor and tanker stocks
INSIDE SHIPPING • February 27, 2024 As the crude world turns: Tanker rates, sanctions, rising US exports The latest data on booming U.S. exports, resilient Russian flows, and how sanctions impact the price of Russian crude and freight.
INSIDE SHIPPING • February 16, 2024 As US military polices Red Sea, US trade is nowhere in sight – it all diverted U.S. import and export cargoes – from containers to gas to grains – are all going around the Cape of Good Hope. Have the Houthis already won?
FreightWaves • January 29, 2024 Shipping faces lengthy disruptions as Middle East fallout worsens The Russia-Ukraine war led to enduring changes in shipping routes. War in the Middle East looks likely to do the same.
FreightWaves • January 24, 2024 Shipping fallout from Red Sea crisis spreads to product tankers The initial effect of Houthi attacks was on containerized consumer goods. The attacks are now snarling seaborne fuel flows.
FreightWaves • January 22, 2024 Shipping and geopolitical risk: Don’t forget about Korean Peninsula Amid the focus on wars in Europe and the Middle East, North Korea’s threat to key exporting and shipbuilding nations grows.
FreightWaves • January 16, 2024 Red Sea conflict worsens, forcing more ship detours around Africa Container-ship diversions from the Red Sea will likely last for months. Are large-scale tanker diversions imminent?
FreightWaves • January 8, 2024 As Red Sea risk spooks container shipping, tankers remain unfazed Red Sea escalation would juice tanker rates, but rates would fall if the conflict spilled into the Strait of Hormuz.
FreightWaves • December 29, 2023 Shipping shares outpaced S&P 500 amid 2023’s rising stock market Tanker stocks rose as expected in 2023, container shipping shares surprised to the upside, and dry bulk stocks lagged the pack.
FreightWaves • December 26, 2023 Top ocean shipping stories of 2023: War, drought and detours Ocean shipping kept the world’s cargo flowing amid two wars and disruptions at both the Panama and Suez canals.
FreightWaves • December 20, 2023 Red Sea fallout much greater for containers than tankers, bulkers Container ships have forsaken the Red Sea route but many bulk commodity vessels continue to transit the danger zone.
FreightWaves • December 18, 2023 Red Sea chaos should boost tanker and container shipping rates A growing number of ship operators are refusing to transit the Red Sea and taking a very long detour around Africa instead.
FreightWaves • December 11, 2023 How Venezuelan invasion of Guyana could impact tanker shipping As war rages in Europe and the Middle East, a new flashpoint in South America could pose more complications for shipping.
FreightWaves • December 6, 2023 America’s energy boom: Crude exports soar to record high U.S. crude exports have never been higher. Overseas buyers are incentivizing American producers to pump more “black gold.”
FreightWaves • December 1, 2023 Another Panama Canal red flag: Spiking product tanker rates U.S. diesel exports to South America’s west coast are heavily exposed to Panama Canal delays. Tanker rates have skyrocketed.
FreightWaves • November 30, 2023 No reservation at Panama Canal? Prepare for a long wait As the Panama Canal scales back on reservation slots, more ships without reservations wait longer to get through.